NEXT 18 Critical Months. A 40% spot uplift + cheaper power/shell + wrappers can pull the crossover forward by a quarter or ...

SpaceX had their Q2 earnings call and guided to $100 B+ ARR. This was just over my bull case of adding three more Google Sized $11 billion per year ($1 billion per month) deals. Two weeks ago I made a ...

Specialized inference (Cerebras et al.) is tracking ahead of the AI 2027 high-speed assumptions. Broad GPU-based parallel ...

Brian Wang is a Futurist Thought Leader and a popular Science blogger with 1 million readers per month. His blog Nextbigfuture.com is ranked #1 Science News Blog. It covers many disruptive technology ...

SpaceX can achieve daily flight turnaround even with imperfect tiles. The shuttle's problem was not just that the tiles were ...

Sebastien Bubeck of OpenAI says “yes, nonsofic groups exist”—as an example of “many new beautiful results” from Astra, next major OpenAI model. OpenAI published a page and PDF detailing ten advances ...

Microsoft Q2 2026 revenue was $90.0 billion and increased 18% (up 17% in constant currency) Operating income was $40.6 ...

I was wrong in thinking that SpaceX would buy 5G celltower equipment from the Echostar auction. It is the wrong equipment to ...

SpaceX Starship flight 13 shows white powder on the surface of the heat shield. The flaps that were in the water showed a lot ...

SpaceX is building a new Minihard data center adjacent to Macrohard and Macrohardrr at the Memphis campus. It is the same 220,000 GB300s as Macrohardrr, packed into roughly 25% of the floor area. The ...

When AI compresses the information edge and hands everyone roughly the same high-quality financial insights, pure “knowing more” stops being a reliable source of alpha. The remaining edge shifts to ...